Jackson Peak Capital LLC

RIASEC Registered
Total AUM
$2.9M
Discretionary
$2.9M
100% of AUM
Avg account
$287K
Accounts
10
Employees
1
Advisory reps
1

Firm details

Headquarters
Lafayette, California
CRD number
324352
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI97.05%
  • Individuals2.95%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Jackson Peak Capital LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm advises primarily individual and family clients and offers portfolio management services to both individuals/small businesses and to business or institutional clients. Its compensation is a combination of a percentage-of-assets-under-management fee and performance-based fees. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not list pension consulting or related-adviser activities.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 68%, Exchange Traded Equities 21%, US Government Bonds 10%, Derivatives 1%68%
  • Cash & Cash Equivalents68%
  • Exchange Traded Equities21%
  • US Government Bonds10%
  • Derivatives1%

Contacts

1 of 1
  • Patrick O'brien

    Patrick O'brien

    Private Equity AssociateCRD 6075869

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lafayette, CA

Contra Costa

Location

Lafayette, CA

Headquartered in Lafayette, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
3540 Wilkinson Ln
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth